To manually add a new Customer Item, open the Customers module and then go to the Items module. Choose Add to open the create a new Customer Item.

Clicking the 'Add' button opens the Customer Item page, where the following details must be entered

• Item # - This is the next item number displayed in the Customer Items list. It is auto generated by the system and cannot be edited directly on the Customer Item creation page. To change the item number, users must navigate to the Customer Item Settings and updated before creating a new Customer Item.
• Customer Account – This is the Customer Account which the Customer Item belongs to. Select which customer this Customer Item belongs to
• Item Key – This is the unique identifier for the newly created Customer Item
• Type – This allows you to select the type of Customer Item, user will be able to select from the drop-down list of Customer Item Types.
• Description – Record a description of the Customer Item
• Serial Number – If this Customer item has an associated serial number, enter in this field. 
• Customer Contact – Select which saved contact on the customer record is associated with this Customer Item.
• Purchase Date – Record the date of the purchase of the Customer Item or the first time it has been seen.
• Staff Member – Staff member who is handling the transaction of the customer item
• Warranty Details 
  • Warranty Type - Record any warranty related to this Customer Item
  • Warranty Expiration Date - The Warranty Expiry Date is a read only field based on the Purchase Date and the term of the Warranty Type selected 
  • Warranty Usage Type - Select the Warranty Usage Type appropriate for this Customer Item

Click 'Save' after entering all mandatory information to finalize the Customer Item creation.

Linking a Product to a Customer Item

Once the Customer Item is created, you can add the Product Code and Product Location by clicking the Edit button. 

These values can be selected from the available dropdown lists.

Please note: Once a Customer Item is created, the following fields become read-only during editing and cannot be modified by the user.

• Customer Account 
• Item number

To know how Customer Items are created from Invoice check Creating Customer Item from Customer Invoice